Last Update: 31 Aug 2021

Category: Fixed Income
ETF: iShares 3-7 Year Treasury Bond (IEI)

In the last 10 years, the iShares 3-7 Year Treasury Bond (IEI) ETF obtained a 2.14% compound annual return, with a 2.81% standard deviation.

In the last 20 years, a 4.04% compound annual return, with a 4.04% standard deviation.

In 2020, the portfolio granted a 1.19% dividend yield. If you are interested in getting periodic income, please refer to the iShares 3-7 Year Treasury Bond (IEI): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Bond
  • Region: North America
  • Country: U.S.
  • Bond - Duration: Intermediate-Term

The iShares 3-7 Year Treasury Bond (IEI) ETF is present in the following Lazy Portfolios:

Portfolio Name Author ETF Weight
Edge Select Conservative Merrill Lynch 17.0%
Edge Select Moderately Conservative Merrill Lynch 17.0%
Edge Select Moderate Merrill Lynch 14.0%
Edge Select Moderately Aggressive Merrill Lynch 9.0%
Edge Select Aggressive Merrill Lynch 5.0%
All Weather Portfolio Ray Dalio 15.0%
Ultimate Buy&Hold FundAdvice 20.0%
Lazy Portfolio David Swensen 15.0%
Robust Alpha Architect 20.0%
Larry Portfolio Larry Swedroe 70.0%
Pinwheel 15.0%
Sandwich Portfolio Bob Clyatt 41.0%
7Twelve Portfolio Craig Israelsen 25.0%
Simple Money Portfolio Tim Maurer 40.0%
Desert Portfolio Gyroscopic Investing 60.0%

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares 3-7 Year Treasury Bond (IEI): Dividend Yield page.

Capital Growth:

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

Swipe left to see all data
Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
-0.26%
-0.26%
Aug 2021 - Aug 2021
0 - 1
3M
+0.58%
-0.26%
Aug 2021 - Aug 2021
1 - 2
6M
+0.55%
-0.84%
Mar 2021 - Mar 2021
3 - 3
YTD
-0.83%
-2.21%
Jan 2021 - Mar 2021
3 - 5
1Y
-0.94%
1.88%
-2.39%
Oct 2020 - Mar 2021
6 - 6
3Y
+4.57%
annualized
3.06%
-2.58%
Aug 2020 - Mar 2021
22 - 14
5Y
+2.33%
annualized
2.91%
-3.32%
Oct 2016 - Apr 2018
35 - 25
10Y
+2.14%
annualized
2.81%
-3.69%
Aug 2016 - Apr 2018
67 - 53
MAX
01 Jan 1972
+6.75%
annualized
5.60%
-10.70%
Jul 1979 - Feb 1980
392 - 204

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares 3-7 Year Treasury Bond (IEI) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+7.07% +34.57%
Oct 1981 - Sep 1982
-5.92%
Mar 1979 - Feb 1980
12.48%
2 Years
+7.08% +25.05%
Jul 1984 - Jun 1986
-1.64%
Mar 1978 - Feb 1980
2.97%
3 Years
+7.09% +19.06%
Jul 1982 - Jun 1985
-0.02%
Oct 2015 - Sep 2018
0.18%
5 Years
+7.16% +20.18%
Sep 1981 - Aug 1986
+0.53%
May 2013 - Apr 2018
0.00%
7 Years
+7.27% +15.92%
Mar 1980 - Feb 1987
+0.97%
Oct 2011 - Sep 2018
0.00%
10 Years
+7.55% +13.85%
Oct 1981 - Sep 1991
+2.11%
Dec 2008 - Nov 2018
0.00%
15 Years
+7.70% +11.81%
Dec 1980 - Nov 1995
+3.19%
Jun 2003 - May 2018
0.00%
20 Years
+7.74% +10.90%
Oct 1981 - Sep 2001
+4.04%
Sep 2001 - Aug 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares 3-7 Year Treasury Bond (IEI) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares 3-7 Year Treasury Bond (IEI) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
0.56
70%
0.09
60%
0.13
58%
0.43
62%
0.68
66%
0.64
64%
0.50
66%
0.74
68%
0.89
78%
0.73
67%
0.83
67%
0.50
63%
Best
Year
3.0
1988
3.2
1986
3.6
1986
10.5
1980
5.7
1985
3.2
1989
4.5
1982
5.1
1982
4.6
1982
6.5
1981
8.4
1981
3.7
1991
Worst
Year
-2.4
1977
-7.5
1980
-2.6
1994
-3.3
2004
-3.2
1984
-1.9
1982
-3.9
2003
-5.0
1980
-2.0
1987
-5.7
1979
-2.3
2001
-3.1
1981

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares 3-7 Year Treasury Bond (IEI) ETF: detail of monthly returns

Swipe left to see all data
Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
-0.83% -0.3 -1.1 -0.8 0.5 0.3 -0.1 1.0 -0.3
2020
+6.95% 1.8 1.9 2.5 0.1 0.3 0.1 0.4 -0.3 0.1 -0.4 0.1 0.1
2019
+5.70% 0.5 -0.2 1.6 -0.1 1.8 0.9 -0.2 2.1 -0.6 0.3 -0.4 -0.2
2018
+1.36% -1.2 -0.4 0.6 -0.8 0.7 0.0 -0.3 0.7 -0.7 0.1 0.8 1.8
2017
+1.22% 0.3 0.3 0.1 0.7 0.4 -0.3 0.4 0.8 -0.8 -0.2 -0.4 0.0
2016
+1.22% 2.1 0.6 0.2 -0.1 -0.2 1.8 0.1 -0.7 0.3 -0.6 -2.2 0.0
2015
+1.64% 2.3 -1.3 0.8 -0.1 -0.1 -0.5 0.7 0.0 1.1 -0.5 -0.4 -0.3
2014
+3.17% 1.3 0.2 -0.7 0.5 0.9 -0.2 -0.5 0.9 -0.5 1.0 0.7 -0.4
2013
-1.84% -0.4 0.6 0.1 0.6 -1.3 -1.3 0.3 -0.8 1.2 0.5 0.0 -1.3
2012
+1.85% 0.6 -0.6 -0.6 1.2 0.8 -0.2 0.7 0.1 0.0 -0.3 0.5 -0.4
2011
+8.30% 0.6 -0.4 -0.3 1.6 1.6 -0.2 2.0 1.8 0.3 0.0 0.2 0.7
2010
+6.32% 1.7 0.4 -0.8 0.9 1.5 1.9 1.1 1.5 0.5 0.6 -1.0 -2.0
2009
-1.70% -1.3 -0.6 1.8 -1.4 -1.0 -0.7 0.5 0.9 0.7 0.1 1.8 -2.5
2008
+12.79% 2.9 1.6 0.8 -2.3 -1.2 0.7 0.7 1.0 1.0 1.5 3.9 1.8
2007
+9.98% -0.3 1.9 0.0 0.6 -1.2 -0.2 1.8 2.0 0.5 0.8 3.5 0.3
2006
+3.14% -0.3 0.1 -1.0 -0.4 0.0 0.1 1.4 1.6 0.9 0.6 1.1 -1.0
2005
+2.31% 0.6 -1.0 -0.5 1.8 1.2 0.6 -1.4 1.7 -1.1 -0.8 0.5 1.0
2004
+3.40% 0.8 1.2 1.1 -3.3 -0.5 0.5 0.9 2.1 0.2 0.9 -1.5 1.0
2003
+2.37% -0.5 1.8 -0.2 0.2 2.7 -0.4 -3.9 0.2 3.1 -1.4 0.0 0.9
2002
+14.15% 0.5 1.3 -2.3 2.6 1.0 1.7 2.7 2.4 3.0 -0.7 -1.3 2.6
2001
+7.55% 1.3 1.3 0.5 -1.2 0.2 0.3 2.7 1.1 2.4 2.2 -2.3 -1.2
2000
+14.03% -0.5 1.0 2.0 -0.3 0.2 2.2 0.6 1.6 0.9 0.9 2.1 2.4
1999
-3.52% 0.7 -3.1 0.6 0.3 -1.3 -0.3 -0.5 -0.1 1.1 0.1 -0.1 -0.9
1998
+10.61% 1.7 -0.4 0.1 0.5 1.0 1.0 0.2 3.2 3.6 -0.8 -0.4 0.4
1997
+8.96% 0.1 0.1 -1.3 1.6 0.8 1.0 2.9 -1.0 1.5 1.7 0.3 1.1
1996
+1.92% 0.7 -2.4 -1.1 -1.0 -0.4 1.5 0.1 -0.4 1.9 2.5 2.0 -1.5
1995
+20.44% 1.9 2.6 0.6 1.6 4.7 0.8 -0.6 1.3 0.9 1.8 1.8 1.4
1994
-4.33% 1.5 -2.5 -2.6 -0.9 0.2 -0.3 1.7 0.3 -1.8 -0.3 -0.4 0.8
1993
+11.43% 2.7 2.5 0.4 0.9 -0.2 2.2 0.0 2.2 0.6 0.1 -1.2 0.6
1992
+7.78% -2.2 0.5 -0.9 0.6 2.2 1.8 3.1 1.2 1.7 -1.7 -0.5 1.8
1991
+15.97% 0.9 0.5 0.4 1.1 0.4 -0.2 1.2 2.4 2.4 1.3 1.0 3.7
1990
+9.46% -1.3 0.3 -0.1 -0.8 2.7 1.6 1.6 -0.8 0.8 1.6 2.0 1.6
1989
+14.52% 1.0 -0.6 0.4 2.7 2.4 3.2 2.6 -2.2 0.3 2.7 1.1 0.2
1988
+5.26% 3.0 1.1 -1.0 -0.5 -0.9 2.0 -0.7 -0.1 2.1 1.7 -1.4 -0.2
1987
+1.55% 1.0 0.6 -0.7 -2.7 -0.7 1.2 -0.1 -0.6 -2.0 4.1 0.5 1.1
1986
+15.10% 0.6 3.2 3.6 0.7 -2.1 3.1 1.5 3.2 -1.9 1.5 1.0 -0.1
1985
+22.24% 2.1 -2.0 1.9 2.4 5.7 0.9 -0.5 1.8 0.9 1.8 2.4 3.1
1984
+15.01% 1.8 -0.5 -1.0 0.0 -3.2 1.3 4.3 1.4 2.1 4.4 2.2 1.6
1983
+5.22% 0.0 2.7 -0.9 2.4 -1.7 0.1 -2.2 0.2 3.2 0.2 1.1 0.2
1982
+31.13% 0.2 1.6 0.2 2.9 1.7 -1.9 4.5 5.1 4.6 5.2 1.7 1.9
1981
+9.41% 0.3 -2.3 2.5 -2.6 2.8 0.3 -2.2 -1.6 0.8 6.5 8.4 -3.1
1980
+2.88% -1.9 -7.5 1.7 10.5 4.6 2.4 -1.6 -5.0 0.2 -2.1 -0.4 3.1
1979
+5.35% 2.2 -0.6 1.2 0.1 2.0 2.0 -0.3 -0.7 0.3 -5.7 3.8 1.1
1978
+1.15% -0.1 0.1 0.2 0.2 -0.1 -0.2 0.9 0.9 0.4 -1.9 1.6 -0.8
1977
+1.04% -2.4 -0.1 0.8 0.8 0.7 1.3 -0.8 1.0 -0.1 -0.8 1.0 -0.1
1976
+13.75% 0.9 0.5 0.9 0.8 -1.2 1.5 1.1 1.9 1.1 1.7 3.7 0.2
1975
+7.36% 0.7 1.5 -0.9 -1.9 2.8 -0.2 -0.4 0.3 -0.4 3.8 -0.3 2.3
1974
+5.70% 0.2 0.3 -2.2 -1.6 1.3 -0.4 0.2 0.0 3.1 1.1 2.2 1.5
1973
+4.47% -0.3 -0.6 0.2 0.9 0.4 0.1 -3.4 3.1 3.0 0.2 0.7 0.3
1972
+2.72% -0.6 0.8 -1.3 1.4 0.9 -0.4 0.6 -0.5 0.6 0.4 0.9 -0.1

ETF Returns, up to December 2007, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.

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